拓展B端渠道以及国际化布局是叮咚买菜寻求新增量的看点。当前，叮咚买菜已经通过李锦记、香 港DFI、加拿大大统华等合作伙伴，将自己的供应链商品销售到了30多个国家和地区；并分别与李锦 记、香港DFI达成更深层次的战略合作关系，规划将更多内地特色生鲜与加工食品上架到更多海内外商 超。根据业绩会披露，叮咚买菜B端业务正稳步发展，该季度收入同比增速达64.6%。 5月16日晚间，叮咚买菜发布第一季度业绩报告。该季度，叮咚买菜实现GMV 59.6亿元，同比增长 7.9%。实现营收54.8亿元，同比增长9.1%，且已经连续5个季度保持了正增长。 今日，有消息称，叮咚买菜今年在组织结构上做了重大调整。原来的商品开发中心被拆解为10个独 立事业部，由高管直接挂帅；APP首页改版，更重视品质和健康，同时还同时增加一些AI功能。 对此，叮咚买菜相关人士向记者表示，事业部调整情况属实，APP改版目前在内测中。 今年年初，叮咚买菜内部开始执行"好用户、好商品、好服务、好心智"的"4G"战略，并于公司内部 推动一系列调整。公司管理层在业绩会上透露，"4G"战略已在该季度初显成效，接下来，该动作会持 续推动业绩增长。 从区域层面看，第一 ...

Dingdong (Cayman) Limited (DDL) Q1 2025 Earnings Call May 16, 2025 08:00 AM ET Company Participants Nicky Zheng - Directions-Investor RelationsThomas Chong - Managing DirectorYang Bai - Asset Management Intern Operator Good morning and good evening, ladies and gentlemen. Thank you for standing by and welcome to the Dingdong Limited First Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Please note that the event is being recorded. I will now turn ...

Financial Data and Key Metrics Changes - Dingdong reported a GMV of RMB5.96 billion, a 7.9% increase year on year, and revenue of RMB5.48 billion, reflecting a 9.1% year on year growth [6][29] - Non GAAP net profit was RMB30 million with a non GAAP net profit margin of 0.6%, while GAAP net profit was RMB8 million with a GAAP net profit margin of 0.1% [6][35] - Operating net cash inflow reached RMB85 million, indicating positive cash flow alongside profitability [29] Business Line Data and Key Metrics Changes - The order volume increased by 12.1% year on year, with the average active user count surpassing 2,000,000, a 4.5% increase year on year [8] - Average daily transaction users exceeded 830,000, an 11.1% year on year increase, reflecting effective user acquisition strategies [8] - The 2B business showed solid growth with a revenue increase of 64.6% year on year [31] Market Data and Key Metrics Changes - Jiangsu, Zhejiang, and Shanghai regions remained primary growth drivers, with Shanghai's GMV rising by 5% year on year, while Zhejiang and Jiangsu saw increases of 17% and 13.9% respectively [10] - Cities like Wenzhou, Wuzhou, Nantong, and Jinhua reported over 50% growth year on year [10][31] Company Strategy and Development Direction - The company is implementing a "four gs strategy" focusing on good users, good products, good services, and good mindshare, which has led to significant adjustments in objectives and organizational structure [7][24] - The strategy aims to enhance product quality and user satisfaction, moving away from a focus on low prices to prioritize quality and service [41][46] - The company is also expanding its supply chain capabilities and forming strategic partnerships to enhance its competitive position [18][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining year on year growth and achieving non GAAP profitability for Q2 2025, despite transitional challenges [27] - The company anticipates that its strategic adjustments will lead to substantial enhancements in sales volume and profit margins over time [27][48] Other Important Information - The average turnover days improved to 11.7 days, indicating increased efficiency [33] - The company has established 14 new frontline stations to optimize its fulfillment network [11] - Guiyu Food Group, a strategic business unit, has shown rapid growth with a GMV of approximately RMB5 billion in 2024, accounting for about 20% of Dingdong's sales [53][54] Q&A Session Summary Question: Can you elaborate about the four gs strategy? - The four gs strategy focuses on good users, good products, good services, and good mindshare, aiming to create competitive barriers and secure long-term growth opportunities [38][41] Question: Can you give an overview of the current business situation of Guiyu Food Group? - Guiyu has achieved vertical integration of the supply chain, with a GMV of approximately RMB5 billion in 2024 and plans to increase export revenues significantly [52][54]

Dingdong (Cayman) Limited 2025Q1 Results May 2025 DISCLAIMER Content 01 2025Q1 Financial and Operational Results Business Guidance Updates 02 03 The following presentation has been prepared by Dingdong (Cayman) Limited ("Dingdong" or the "Company") solely for informational purposes and should not be construed to be, directly or indirectly, in whole or in part, an offer to buy or sell and/or an invitation and/or a recommendation and/or a solicitation of an offer to buy or sell any security or instrument or t ...

同时，此次改版也同步引入了AI指引，叮咚买菜给了非常显著的位置。在叮咚买菜首页底部中间，新增了一个AI饮食管家工具入口。该款AI饮食管家工 具可以给用户推荐食材并分析营养成分。 一位接近叮咚买菜人士评价这一波的调整，"在取得全年盈利后，叮咚买菜所面临的生存问题已经基本解决，下一步就是如何应对小象、盒马这类外部竞 争，这是一场长期竞争，所以叮咚买菜的调整全部围绕供应链和商品。" 壹览商业了解到，早在去年年底，叮咚买菜就提出了"好用户 好商品 好服务 好心智 "的战略目标，这在叮咚内部被称为"4G"战略。由此我们可以推测， 叮咚买菜此次组织架构调整，一定程度上是为了上述战略服务，10位高管直管10个事业部，意味着叮咚将好商品提升到前所未有的战略高度，这也从侧面 反映出其all in 好商品的决心。 一位接近叮咚买菜人士告诉壹览商业，这样的调整可以让各事业部拥有更多的具体经营自主权，高管之间的资源调配更贴近市场需求，叮咚希望以此来重 新打造商品力，重塑供应链，进一步提升运营效率。 另外，壹览商业发现，部分用户的叮咚买菜APP首页出现了一个叫"品质之爱"专区，该专区设置了七大商品分区，包括"配料干净""有机汇""宝妈 ...

SHANGHAI, May 16, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced its unaudited financial results for the quarter ended March 31, 2025.First Quarter 2025 Highlights:  GMV for the first quarter of 2025 increased by 7.9% year over year to RMB5,960.7 million (US$821.4 million) from RMB5,525.1 million in the same quarter of 2024, positive year-on-year growth for ...

SHANGHAI, May 13, 2025 /PRNewswire/ -- Dingdong (Cayman) Limited ("Dingdong" or the "Company") (NYSE: DDL), a leading fresh grocery e-commerce company in China, with advanced supply chain capabilities, today announced that it will report its unaudited financial results for the first quarter ended March 31, 2025, before U.S. markets open on May 16, 2025.The Company will hold an earnings conference call at 8:00 A.M. Eastern Time on Friday, May 16, 2025 (8:00 P.M. Beijing Time on the same day) to discuss its f ...

近期，据嘉兴当地美团报道，美团旗下的小象超市已经开启在嘉兴地区的招聘工作，这意味着小象超市即将进驻嘉兴。据悉，其首店可能入驻嘉兴中港 城，且计划今年开设 6 家门店。 此前，包括盒马、叮咚买菜、山姆等知名即时零售/新零售品牌已在嘉兴布局，嘉兴也因此成为集结众多知名新零售品牌的二线城市之一。 新零售品牌齐聚嘉兴 山姆会员商店作为高端会员制仓储式零售商，在全球享有盛誉，其嘉兴首店于今年 3 月 20 日开业，位于长水街道双溪湖超级未来社区，开业后日均客流 量超 2 万，迅速成为嘉兴及周边区域许多家庭周末休闲购物的热门选择，甚至从单纯购物升级为一种生活方式和社交符号。 盒马在嘉兴的布局也较为深入，虽然今年 1 月 17 日嘉兴地区所有盒马自提门店关闭，但目前在嘉兴市区仍有 4 家门店。盒马以其独特的生鲜供应链和线 上线下融合的新零售模式，吸引了大量追求品质生活和便捷购物体验的消费者。 而叮咚买菜则早在 2019 年 5 月 20 日就已在嘉兴进行布局，凭借密集布局的前置仓，实现了快速配送，满足了嘉兴市消费者对生鲜食材即时性的需求。 图为小象超市首店入驻的嘉兴中港城 如今，小象超市的入驻，更是让嘉兴的即时零售/新零售 ...

记者了解到，此次上架的6种蔬菜包含唐生菜（即内地的生菜）、油麦菜、菜心、白菜仔（即内地的小白菜）、水东芥菜和春菜，均选自叮咚买菜在 内地的直供基地。新鲜蔬菜采摘后2小时内完成预冷锁鲜，通过全程温控冷藏车运输，抵达门店前再经人工二次分拣。 内地生鲜电商平台正大举进军香港市场。5月9日记者获悉，叮咚买菜与香港DFI零售集团达成战略合作，来自内地直供基地的时令鲜蔬将上架香港近 280家惠康超市门店，并同步登陆惠康网店及foodpanda外卖平台，首年目标销售额达1亿港元。 双方还计划在2025年新增苦瓜、秋葵、荷兰豆等常规品类，并引入内地网红蔬菜和地域特色菜，将湖北洪山菜苔、云南野生菌、山东水果黄瓜等时令 鲜蔬带上香港消费者餐桌。云南食用型板蓝根、红叶菠菜等特色蔬菜也将首次进入香港市场。 记者了解到，香港生鲜市场长期以来依赖进口，不稳定的天气可导致叶菜类商品价格波动达50%以上。此次合作中，DFI以惠康超市全港近280家门店 网络为依托，叮咚买菜发挥其全国直采基地的供应链优势，将实现生鲜商品从田间到餐桌的高效流通。 在此基础上，双方还计划共建数字化跨境供应链，打通数据中台，通过AI预测系统动态调整商超库存，有效控制 ...

不错。而且米饭还可以做成蛋炒饭、盖浇饭等，十分方便。" 已有鞋企转型卖饭 不过，与普通米饭相比，鲜食米饭的价格相对较高，不同品牌单盒价格差异也较大，基本在三元到十几 元不等。以金鹤推出的鲜食米饭产品为例，在其淘宝官方旗舰店，白米饭售价为9.9元/盒，每盒含量 210g；杂粮米饭售价14.9元/盒，每盒含量180g。而在盒马APP，其白米饭售价为2.99元/盒，每盒含量 210g。 值得一提的是，看似最近才进入大众视野，其实这些品牌早已入局。据公开信息统计，这些产品大多是 在近3年推出的。比如，农夫山泉母公司养生堂旗下品牌"母亲"2022年推出了即热新米饭；叮咚买菜的 即食米饭产品于2022年开始推出，2023年下半年被重点开发。最近入局的应该是由"鞋王"贵人鸟转型而 来的金鹤农业，去年年底，他们推出了"金鹤鲜食米饭"系列产品。 从冷饭加热到鲜食米饭 所谓的鲜食米饭，又称方便米饭，起源于日本。此前，它更多面向B端，即传统连锁餐饮、航空系统、 铁路系统等渠道。其制作过程主要是将调理加工后的米饭，在无菌无尘的环境中直接密封进包装容器， 并确保容器内没有受到细菌污染。因此，这种无菌预制方便米饭具有长期常温保存性和常温 ...